Parent-child rollup task calculations

Parent-child rollup task calculations

Date changes involve modifying the planned start or end date of a parent task based on those
values in child tasks.

State changes involve modifying the state of the project record or parent task records when
all child records are set to a certain state.

Calculations involve summing the values of child tasks and then automatically updating the
parent to reflect a new total.

The following fields change on rollup tasks:

Planned Start date: set to read only for parent tasks. Remains editable for the
project record (also considered the top-level task).

Planned End Date: becomes read only.

Planned Duration: becomes read only.

Actual Start Date: becomes read only.

Actual end date: becomes read only.

State: becomes read only.

Duration Rollups

Rollups are calculated for the following items:

Planned duration and planned effort: the sum of all planned duration and planned
effort values for all child tasks.

Actual duration and actual effort: the sum of all actual duration and actual effort
values. Actual duration and actual effort values are calculated when all child tasks are in the
Closed Complete state. Actual effort values can include rollups from time cards.

Note: Verify that the time card property Update the task's 'Actual effort' based
on the hours entered in the time card is enabled. Navigate to Time cards > Administration > Properties to enable this property.

Cost Rollups

Cost calculations roll up when the costing add-on is
active.

Estimated cost: the sum of all cost estimates at the beginning of a project.
Estimated costs of child tasks roll up to parent tasks and to the project.

Actual cost: by default for the project, the sum of all costs of all the expense
lines, and are typically associated with a time card and a labor rate. To track costs, define
rate cards for the task and labor expenses. These rate cards automatically generate expense
lines showing actual expenditures, which are associated with the projects. If rate cards are
defined, the task expense lines are generated as each project task closes, and labor expense
lines are generated when time cards are approved. Expense lines are visible in the
Expense Lines related list, which requires the Advanced
view on both Project and Project Task forms.

To ensure actual costs of child tasks correctly roll up to the project and added to project
expense lines, the following must be true:

The com.snc.project.rollup.cost property must be set to true. To
enable this property, navigate to Project > Settings > Preferences and select the Enable project cost rollup check
box.

The glide.cost_mgmt.process_task_top_task property must be set to false. Go
to the costing properties in the Cost Management application. Check the When
creating a task expense line should the system also create expense lines for the task's top
task box is checked.

The glide.cost_mgmt.calc_actual_cost property must be set to true. Go to
the costing properties in the Cost Management application. Check the For planned
tasks types, calculate the actual cost field using the total of expense lines for the
task box.

Project State Rollups and Roll Downs

Project task states roll up. The state
of parent tasks becomes read only, and changes automatically when you change the states of child
tasks.

Project task states can roll up if:

The state of the child task is manually changed and there are no other conditions on the
parent task.

The state of the child task is changed to Work in Progress or
Closed. These states roll up to the parent.
Pending and Open do not roll up to the parent
task.

Project states can also roll down. If you change the state of a project to closed, all tasks
under it change to the default closed value (Closed Complete). If a closed
project or closed task is reopened, all tasks under it change as follows:

Project or parent changed from closed to Pending or
Open: child tasks change to Open.

Project or parent changed from closed to Work in Progress:

Child tasks with a Start on date that has passed are changed to
start ASAP and the state is changed to Work in
Progress.

Child tasks with a Start on date that has not yet passed retain the
same start on date but the state is changed to Open.